Purpose
Keep track of status of krypto portfolio over time, based on transactions combined with current price data.
- Import krypto transaction data from spreadsheet.
- Download latest price data.
- Combine to calculate theoretical profit/loss trends.
- by currency
- overall portfolio
Method
- Log into crypto account.
- Download activity report.
- Go to spreadsheet in Marengo - check most recent transaction date there.
- Copy/paste new transactions from activity report.
- Copy down formulas in spreadsheet.
Bitcoin
Adjusted Cost Base (Avg Cost)
Prices, Costs, Profits
- Get latest price data.
- Combine with cost data.
- Calculate profit and ROI.
Ethereum
Adjusted Cost Base (Avg Cost)
Cardano
Adjusted Cost Base (Avg Cost)
Polkadot
Adjusted Cost Base (Avg Cost)
Litecoin
Adjusted Cost Base (Avg Cost)
TOTALS

|
date
|
currency
|
book_val
|
market_val
|
profit
|
roi
|
|
2021-10-09
|
BTC
|
$3,177
|
$4,552
|
1,375
|
43%
|
|
2021-10-09
|
ETH
|
$5,954
|
$16,203
|
10,249
|
172%
|
|
2021-10-09
|
ADA
|
$4,092
|
$3,981
|
(111)
|
-3%
|
|
2021-10-09
|
DOT
|
$2,535
|
$3,183
|
648
|
26%
|
|
2021-10-09
|
LTC
|
$2,305
|
$2,281
|
(24)
|
-1%
|
|
date
|
total_invested
|
total_market_val
|
total_profit
|
total_roi
|
|
2021-10-09
|
$18,063
|
$30,200
|
$12,137
|
67%
|